Paragon Private Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Paragon Private Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.91M	Sell	9,681 -592	-6%	-$166K	0.76%	31
2026 Q1	$2.55M	Buy	10,273 +297	+3%	+$76.6K	0.8%	29
2025 Q4	$2.46M	Buy	9,976 +1,389	+16%	+$341K	0.75%	29
2025 Q3	$2.08M	Buy	8,587 +5,620	+189%	+$1.29M	0.68%	41
2025 Q2	$640K	Buy	2,967 +1,380	+87%	+$278K	0.26%	108
2025 Q1	$317K	Buy	+1,587	New	+$344K	0.15%	147

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Paragon Private Wealth Management's IWM Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 5.8% in Q2 2026, selling an estimated $166K and leaving 9,681 shares worth $2.91M. The position accounts for 0.76% of the portfolio, ranked #31.

Paragon Private Wealth Management first reported a position in IWM in Q1 2025 and has held it in 6 quarters since. 1,348 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Paragon Private Wealth Management held 9,681 shares of iShares Russell 2000 ETF worth $2.91M as of Q2 2026.
Paragon Private Wealth Management sold 592 iShares Russell 2000 ETF shares in Q2 2026, an estimated $166K.
iShares Russell 2000 ETF made up 0.76% of Paragon Private Wealth Management's portfolio in Q2 2026, its #31 holding.
Paragon Private Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2025 and has held it in 6 quarters since.
1,348 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.